Our firm offers a wide range of services to our business and individual clients, many of which are listed below. As this list is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be happy to refer you to a qualified professional.

Please click the service  you are interested in to view details.

Accounting Services Overview

We provide financial reporting on two levels of assurance. The type of engagement you need is determined primarily by the requirements of third party users of your financial statements, such as banks and bonding companies.

1. Review – some analytical procedures conducted with limited assurance

2. Compilation – based on information provided by the client intended primarily for internal use.

We can assist you in the preparation of your financial  statements in accordance with professional standards, but express no opinion or other form of assurance on the underlying information included in them. These financial statements, which are for management’s use only, can be a useful tool for making financial decisions.

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections for internal use to complex models for inclusion in business plans and loan requests, we can provide the appropriate level of service for your needs.

One of the toughest hurdles to the success of small businesses is cash flow difficulties.  We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

We can analyze your accounting software needs and make recommendations for the right package for your business. As a Certified QuickBooks Pro Advisor, we can determine the suitability of QuickBooks for your business, install and customize it, and train you to use it for maximum efficiency and decision-making support.

Tax Services Overview

Whether your business is a corporation, a partnership or a limited liability company, we provide proactive tax planning and accurate tax reporting to allow you to take full advantage of new tax laws.

From simple to complex individual returns, we bring to all our tax clients an in-depth knowledge of tax law and the many options that are available to minimize your tax burden. For us, tax planning and strategizing is a year-long process, not just a year-end consideration.

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. We can guide you through the complex process of getting your financial affairs in order.

Through our years of experience in dealing with many taxing authorities, we have achieved a high level of competence that can ensure our clients that they are being properly represented before the various federal and state tax agencies.

Consulting Services Overview

You may need a business valuation if you are thinking of buying a new business, selling all or part of your business, or gifting an ownership interest in your business to family members. We can provide an objective analysis of the value of a business, and, if required, a formal valuation report.

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you remove yourself from the company’s day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

The new business owner is faced with a myriad of decisions, including choice-of-entity considerations, financing the business, registrations, accounting software, and numerous other issues. We have guided many start-ups through the complex steps to getting their businesses up and running, allowing the owner to concentrate on the building the business.

Your financial goals and needs change at each stage of your life. Through the financial planning process, we can help you assess your current and future financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

The purchase or sale of a business can be structured in many ways. We can analyze the tax and cash flow ramifications of a proposed transaction to help you evaluate whether the terms are fair and acceptable for your purposes.

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and throughout your retirement years.